情绪经济

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情绪经济、低碳经济、出海经济火热,宝钢包装创新生态助力新消费“破局”
Zheng Quan Shi Bao Wang· 2025-06-19 10:34
Group 1: Company Overview - Baosteel Packaging celebrates its 10th anniversary of A-share listing, marking a decade of growth in the metal packaging industry amid China's high-quality economic development and the rise of new consumer brands [1] - The company has optimized its product structure and enhanced product value to respond to changing consumer preferences and brand client demands [1] Group 2: Market Trends - The younger generation increasingly favors low-alcohol, healthy beverages like Huangjiu, with emotional value becoming a significant purchasing factor [2] - Baosteel Packaging has established itself as a leading supplier of metal packaging for fast-moving consumer goods, collaborating with well-known brands like Kweichow Moutai [2] Group 3: Packaging Preferences - Consumers are prioritizing unique flavors and personalized packaging, leading to a shift towards metal cans for alcoholic beverages due to their lightweight and lower transportation costs compared to glass bottles [3] - Metal cans offer better sealing and longer shelf life, making them more suitable for the growing trend of online purchases and distant logistics [3][4] Group 4: Sustainability and Global Expansion - The global push for sustainable packaging has made metal cans an ideal choice, with higher recycling rates compared to glass and plastic [5][6] - Baosteel Packaging is expanding its overseas operations, including a new smart can production facility in Vietnam, which is expected to enhance its international market position [6][7] - The company has achieved green factory certification for all its subsidiaries, becoming the first in the metal packaging industry to do so, and is actively pursuing a dual carbon strategy [7]
“AI宠物”入局潮玩市场!不投具身智能的朱啸虎这次也出手了
Mei Ri Jing Ji Xin Wen· 2025-06-18 11:02
Core Insights - The rapid growth of the trendy toy market is highlighted by the recent success of Labubu under Pop Mart, with AI pets entering the scene as well [1] - Robopoet has completed a multi-million RMB angel round financing, indicating strong investor interest in AI emotional companionship hardware [1][2] - The AI toy sector has seen over 20 financing events since last year, with significant investments in consumer-focused projects, particularly in the trendy toy category [1][5] Company Insights - Robopoet, founded in 2024, focuses on AI nurturing toys, with its first product "Fuzozo" launched in June 2025, designed to establish long-term emotional bonds with users [2] - The core capabilities of Robopoet's products include personality evolution and long-term memory, utilizing proprietary technologies like the Multi-Emotion Model and EchoChain [2][3] - The founder of Robopoet, Sun Zhaozhi, emphasizes that the essence of AI emotional companionship lies in nurturing rather than mere conversation [2] Investment Trends - The AI toy sector is becoming a hot investment area, with significant financing events, including several billion-level investments in 2023 [5][9] - Notable investments in AI toys include companies like VITAPOWER and X-ORIGIN-AI, indicating a trend towards emotional and educational value in toys [5] - The resurgence of interest in the consumer sector among venture capitalists reflects a broader shift towards emotional consumption in China, as indicated by recent market analyses [9][10] Market Dynamics - The emotional consumption trend is gaining traction, with consumers increasingly seeking products that provide emotional value rather than just functional benefits [9] - The AI toy market is characterized by the integration of various technologies, such as voice recognition and emotional analysis, which poses challenges for companies to differentiate their products [10] - The success of trendy toys like Labubu is indicative of a larger movement towards emotional economy, where consumer preferences are shifting towards products that resonate on a personal level [9]
618存量之战:电商平台重新定义“增长”
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-18 05:30
Core Insights - The traditional promotional model of "618" is evolving as consumers become more discerning about their purchases, focusing on the reasons behind their buying decisions rather than just discounts [2][9] Group 1: Changes in Consumer Behavior - Consumers are increasingly prioritizing high cost-performance products, leading to a normalization of value-driven offerings across both online and offline platforms [3][4] - The impact of promotions on consumer behavior is diminishing, with consumers becoming more aware of their needs and less influenced by single promotional events [4] - The market share of domestic brands in the fast-moving consumer goods (FMCG) sector has risen from 66% in 2012 to an expected 76% by 2024, indicating a shift towards local brands that better understand consumer preferences [4] Group 2: E-commerce Platform Strategies - E-commerce platforms are moving away from complex discount structures to simpler pricing strategies, which reduces decision-making costs for consumers and enhances shopping experiences [3] - Platforms like Taobao, JD, Douyin, and Kuaishou are focusing on emotional engagement and user understanding to drive sustainable growth, rather than relying solely on price competition [3][6] - Instant retail is reshaping the purchasing and fulfillment process, with significant growth in categories like alcohol and baby formula during the "618" period, highlighting the demand for quick delivery services [6] Group 3: Emotional Economy and New Trends - The emotional economy is becoming a key driver of consumer behavior, with platforms leveraging content and emotional resonance to stimulate "self-rewarding" consumption [7][8] - The integration of content marketing with e-commerce is evident, as seen in initiatives like the "Red Cat Plan" by Taobao and Xiaohongshu, targeting specific consumer segments [7] - The rise of niche markets, such as the toy and collectible sector, has led to explosive sales growth, with many merchants achieving significant sales milestones during the "618" event [8]
潮玩经济持续火热 多家上市公司积极布局
Zheng Quan Ri Bao Zhi Sheng· 2025-06-16 16:39
本报记者 许林艳 近日,受泡泡玛特IP手办LABUBU火爆影响,投资者对潮玩经济关注度骤升。6月16日,北京元隆雅图 文化传播股份有限公司(以下简称"元隆雅图")再涨停,报收27.42元/股,而近12个交易日以来,该公 司共收获了8个涨停板。当日晚间,元隆雅图再次发布股票交易异常波动公告称,近期公司经营情况及 内外部经营环境均没有发生或预计将要发生重大变化。 "潮玩经济火热折射出消费市场正从'实用主义'向'情绪经济'转型,商家通过个性化产品满足大众精神需 求。"中国电子商务专家服务中心副主任郭涛如是说。 今年3月份,广东省韶关市武江区人民政府与韶关市阳威潮玩动漫有限公司举行签约仪式,总投资3000 万元的阳威塑胶制品生产基地项目正式落户武江城乡融合产业园。项目将建设集塑胶制品研发、生产、 销售于一体的现代化生产基地,主要生产潮流动漫手办、模型及扭蛋、盲盒等周边产品。项目投产后, 预计年产值将超过2亿元。 6月10日,浙江省商务厅等17部门联合印发了《关于支持游戏出海的若干措施》,围绕游戏产业提升、 平台支撑、生态优化、要素保障四个方面,提出20条具体措施,推动游戏产业做大做强、国际化发展。 当前,我国潮玩市场 ...
银发经济遇上情绪经济I中老年人的线上兴趣班,吸引资本入局
Nan Fang Du Shi Bao· 2025-06-16 08:33
Core Insights - The article discusses the rise of emotional consumption among the elderly population in China, particularly focusing on online interest education as a growing market segment driven by the increasing number of retirees and their willingness to spend on personal development and hobbies [1][10][11]. Group 1: Market Overview - The elderly population in China exceeds 200 million, with a significant portion engaging in online learning, particularly women who make up 64% of this demographic [3][14]. - The average disposable income for this group is approximately 5,119.6 yuan per month, indicating a strong purchasing power for educational services [14]. - The online education market for the elderly is projected to grow at a rate of 34% annually, with the market size expected to increase from 28 billion yuan in 2022 to 120.9 billion yuan by 2027 [21]. Group 2: Investment and Capital Influx - Major investments from companies like Tencent and various venture capital firms have entered the silver education sector, attracted by the potential of the aging population and the relatively untapped market for online education [10][24]. - The emergence of a "new silver generation" of retirees, characterized by their wealth and leisure time, presents a significant opportunity for businesses targeting this demographic [11][13]. Group 3: Consumer Behavior and Preferences - Many elderly individuals are pursuing online courses to fulfill lifelong dreams and interests, with platforms offering a variety of subjects from music to yoga [5][6]. - The preference for online learning is driven by the convenience of recorded classes, allowing for repeated viewing and better retention of information [6][8]. - Emotional support and social interaction are also key factors, as many elderly learners find companionship and purpose through these online classes [8][10]. Group 4: Challenges and Industry Standards - Despite the growth, there are concerns regarding the quality and pricing of online courses, with some elderly consumers facing high costs and potential scams [29][30]. - Experts suggest the need for industry standards and regulations to ensure the quality of services and protect consumers from misleading practices [28][30].
研判2025!中国IP玩具行业产业链图谱、市场规模、重点企业及发展趋势分析:情绪经济加速崛起,不断推动IP玩具市场发展[图]
Chan Ye Xin Xi Wang· 2025-06-16 01:06
Core Insights - The IP toy market in China is experiencing rapid growth, with the market size projected to reach 756 billion yuan in 2024, up from 486 billion yuan in 2020, representing a compound annual growth rate (CAGR) of 11.68% [1][8][10] - The overall IP derivative market in China is also expanding, with a projected size of 1,742 billion yuan in 2024, growing from 994 billion yuan in 2020, at a CAGR of 15.1%, surpassing the global growth rate of 8.3% [6][8] Industry Overview - IP derivatives are physical goods based on characters, scenes, and storylines from various entertainment works, with IP toys being the largest segment [1][6] - Common types of IP toys include static dolls, movable dolls, building and assembly toys, and plush toys [1][4] Market Dynamics - The growth of the IP toy market is driven by factors such as rising consumer spending, the emergence of Generation Z and senior consumers, and increasing awareness of IP derivative products [1][8] - The highest market share within the IP toy segment is held by building and assembly toys, accounting for 36.4% in 2024, followed by static toys (22.5%), plush toys (18.9%), and movable toys (10.3%) [10] Competitive Landscape - Key players in the IP toy market include companies like Shifeng Culture, Aofei Entertainment, Pop Mart, and Blok, which compete through various product strategies and market positioning [12][16] - Pop Mart has shown strong performance in the trendy toy market, while other companies like Miniso and Aofei Entertainment also hold significant market shares [12] Future Trends - The IP toy market is expected to continue expanding, with projections indicating it will exceed 911 billion yuan by 2025, driven by consumer upgrades and increased awareness of IP products [18] - Innovations in smart toys and digital marketing are reshaping consumer experiences, with examples including AI-powered toys and augmented reality products [19][20] - The industry is also accelerating its globalization efforts, with brands expanding into international markets through e-commerce and cultural collaborations [21]
LABUBU一只难求!中国潮玩,何以潮向世界?
Yang Shi Xin Wen· 2025-06-14 09:54
Core Insights - LABUBU has become a cultural phenomenon among young people, serving as an emotional outlet and a medium for cultural identity, while also igniting a new consumer chain that connects design, manufacturing, social interaction, and content [1][3] - The rapid rise of LABUBU is attributed to the "emotional economy," which has allowed this niche industry to expand globally through long-term strategies and cultural recognition [3] Group 1: LABUBU's Popularity - LABUBU achieved significant auction success, with a unique mint green version selling for 1.08 million yuan at a spring auction, highlighting its exclusivity and desirability [4] - The character is part of the "THE MONSTERS" series by Pop Mart, designed by Hong Kong designer Long Jia Sheng, and has a unique aesthetic that combines cuteness with a rebellious spirit [6] - The global launch of the LABUBU 3.0 series in April 2024 led to overwhelming demand, with products selling out quickly in various international markets, including the U.S. and the U.K. [8][10] Group 2: Emotional Consumption Trends - LABUBU's success is driven by a combination of celebrity endorsements, social media influence, blind box sales, and brand collaborations, creating a multifaceted marketing approach [10] - In 2024, Pop Mart's total revenue reached 13.038 billion yuan, with the "Monster" series generating 3.04 billion yuan, marking a 726.6% increase year-on-year [12] - The appeal of LABUBU lies in its ability to provide emotional value to consumers, reflecting a shift towards personal expression and the deconstruction of traditional toy roles [12] Group 3: Global Expansion - LABUBU has gained international recognition, becoming a top search term during overseas shopping events, indicating its growing global presence [16] - The rise of cross-border e-commerce has facilitated the global reach of Chinese brands, with LABUBU exemplifying this trend by connecting with consumers worldwide [16][19] - LABUBU's success represents a broader movement of Chinese IPs gaining traction globally, showcasing the potential for cultural exchange and emotional resonance [17][19] Group 4: Long-term Strategy - Pop Mart has been in the toy industry for 15 years, emphasizing a long-term approach to brand development and consumer engagement [20] - The company's commitment to a "slow company" philosophy has allowed it to build a loyal fan base and maintain control over its brand identity [21] - The success of LABUBU reflects a shift in the cultural industry towards high-quality, meticulously crafted products that resonate with consumers [23][25] Group 5: Cultural Impact - The rise of LABUBU signifies the growing importance of cultural elements in modern consumer products, merging traditional Chinese aesthetics with contemporary trends [25] - LABUBU serves as a cultural ambassador for Chinese IPs, demonstrating the potential for original creations to gain international recognition [27]
“拉布布全球爆火”,潜在风险也需关注
Huan Qiu Wang Zi Xun· 2025-06-13 12:36
来源:环球网 【环球网报道】"中国年轻人泡泡玛特门店买光拉布布,闲鱼高价转卖,社交媒体晒照"...... "美国人凌晨大街上搭帐篷排长队买拉布布"...... "英国人为抢拉布布大打出手"...... "泰国人跑到中国来买拉布布"...... | 不支持退换货 | | 免责声明 | | --- | --- | --- | | 尺寸 | 高:131cm | | | 材质 | PVC | | | 备注 | 全球唯一一只 | | 拍出108万元的"拉布布" 图源:永乐拍卖 据公开资料显示,"拉布布"是香港艺术家龙家升创作的北欧森林精灵形象,它的形象拥有尖利的牙齿和 直立的尖耳朵,泡泡玛特在2019年签下龙家升并推出"拉布布"系列。为何越来越多的年轻人开始选择给 这个长着尖牙的小精灵"爆金币"? 这还要从"拉布布"的消费模式说起。泡泡玛特旗下的潮玩产品主力以盲盒为主,买"拉布布"的消费者同 样也要以"拆盲盒"这种带来未知与刺激的形式去购买自己"心仪"的款式。"拆盲盒"带来的是获取即时消 费满足的快感和当下年轻人越来越追求的"情绪价值"。 美国抢购"拉布布"的人群 图源:社交媒体视频截图 非典型潮玩的"情绪价值" 从去 ...
财知浅见|情绪经济与Z世代消费主权崛起
野村东方国际证券· 2025-06-13 10:11
Core Viewpoint - The article discusses the shift in consumer behavior among Generation Z, emphasizing their willingness to pay a premium for emotional experiences, which reflects a broader transition in Chinese society from material abundance to emotional fulfillment [2][4]. Group 1: Consumer Behavior - Generation Z's pursuit of "uncertainty surprises," "community recognition," and "personalized expression" leads to a consumption model that prioritizes psychological satisfaction and social currency over traditional value-price assessments [2]. - This shift indicates a transformation in China from a "manufacturing output" economy to a "cultural IP output" economy, with capital markets increasingly recognizing high-value, light-asset models [2][4]. Group 2: Industry Trends - The rise of emotional economy has resulted in a new operational model that captures value across the entire content creation industry chain, from IP industrialization to value redistribution [4]. - Companies are building complete chains involving artist signing, industrial production, multi-channel sales, and secondary trading, relying on four key phases: incubation, growth, explosion, and continuation [4]. Group 3: Market Dynamics - The emotional economy has driven significant market activity in A-share markets, particularly in the two-dimensional and trendy toy sectors, supported by a large consumer base [4]. - For instance, Pop Mart, known for its trendy toys, has shown strong stock performance since its listing in Hong Kong, exemplifying the dual attributes of "new consumption + cultural IP" [4].
“散装苏”的快乐有谁懂?揭秘“苏超”爆火背后的经济逻辑
Nan Fang Du Shi Bao· 2025-06-12 23:50
近日,"苏超"火了。更有趣的是,自从南京发布微信公众号官方"玩梗"认证后,"比赛第一,友谊第十 四"开启的"梗王争霸赛"火遍网络。 没有假球,只有"世仇";挨着太湖就是水,我请贝克汉姆堵你们嘴;输了大闸蟹加盐,赢了盐水鸭加 糖;苏超联赛能火的三个原因,天时地利人不和……对于这些"玩梗",网友直呼"笑不活了"。 而其中这句"天时地利人不和"也恰恰揭示了"苏超"爆火背后的经济真相:江苏13个市个个经济实力不 凡, 全部是二级财政城市,其中有5个万亿级城市;另外,江苏还有25个百强县,占全国的1/4。"十三 太保"个个能打,但也富得很均衡,因此互相不服气。 "苏超"是江苏省城市足球联赛的简称,其爆火的原因有很多,从经济学的角度出发,清华大学中国经济 思想与实践研究院院长李稻葵公开谈到,比较核心的一个原因是,江苏的经济实力太强了,而且各个城 市都发展得比较均衡。 对此,南都记者对江苏省及其各城市的经济情况进行了盘点。 江苏省2024年的GDP总值超13万亿元,位居全国第二,但增量是全国第一。在这个城均破万亿的省份, 各个城市不甘落后。 目前,江苏13个设区市已然形成了万亿级、九千亿级、七千亿级、五千亿级、四千亿级的阶 ...